2023 Form 5500 filing — Pace University Defined Contribution Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014143532NAL0026424865001) for Pace University Defined Contribution Retirement Plan, reported by Pace University under EIN 13-5562314 and plan number 001. It reports 3,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143532NAL0026424865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pace University
- EIN
- 13-5562314
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 3,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $814,771,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $814,771,503
- Employer contributions
- $11,824,572
- Participant contributions
- $12,386,581
- Total income / additions
- $126,104,928
- Benefits paid
- $50,329,081
- Administrative expenses
- $341,863
- Total expenses
- $50,670,944
- Net increase / (decrease)
- $75,433,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $219,070 | $0 |
| Capfinancial Partners, LLC | NONE | $81,000 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $31,500 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $6,000 | not reported in the loaded dataset |
| Fidelity Inv Inst Ops Co. LLC | NONE | $4,293 | $0 |